Fund Existence
almost 12 years
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Preferred Stock
Annual Report Gross Expense Ratio
2.81
Assets in Top Ten Holdings
21.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
30.5M
Number of Long Holdings
56.00
Number of Net Holdings
57.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
37.10%
Annual Yield % from dividends
6.25
Returns for 10 years
18.97